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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,781 | $150,207+216.8% | $120,380+295.2% | $145,978+225.9% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 19.72% | 154.28%-134.6pp | 107.28%-87.6pp | 550.52%-530.8pp |
| Employer contribution / active EE | $518 | $4,351-88.1% | $3,465-85.1% | $4,662-88.9% |
| Participant deferral / active EE | $15,250 | $6,175+147.0% | $4,992+205.5% | $6,690+128.0% |
| Admin fee / account holder | $0 | $12,203-100.0% | $9,421-100.0% | $13,400-100.0% |